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Actual Budget logo
Moxie logo

Connect Actual Budget to Moxie

Automate workflows and sync data between Actual Budget and Moxie with AI-powered automation

5-minute setup
Enterprise secure
No coding required

Why Connect Actual Budget & Moxie?

Automated Invoice Generation

Create invoices in Moxie automatically when deals close in Actual Budget or orders are placed.

Financial Data Synchronization

Keep customer payment history and financial records synchronized between Actual Budget and Moxie for accurate reporting.

Revenue Recognition Automation

Automatically record revenue and update financial records in Moxie based on sales activities in Actual Budget.

Available Triggers & Actions

Actual Budget logo

Actual Budget

Actions (5)

Get Budget

Get your monthly budget

Auth Required
Get Accounts

Get your accounts

Auth Required
Get Categories

Get your categories

Auth Required
Import Transaction

Add a transaction

Auth Required
Import Transactions

Import Transactions

Auth Required
Moxie logo

Moxie

Triggers (22)

Invoice Sent

Triggered when an invoice is sent.

webhook
Task Created

Triggered when a new task is created.

webhook
Task Deleted

Triggered when an existing task is deleted.

webhook
Task Updated

Triggered when an existing task is updated.

webhook
Client Created

Triggered when a new client is created.

webhook
Client Deleted

Triggered when an existing client is deleted.

webhook
Client Updated

Triggered when an existing client is updated.

webhook
Form Submitted

Triggered when a new form is submitted.

webhook
Meeting Updated

Triggered when an existing meeting is updated.

webhook
Project Created

Triggered when a new project is created.

webhook
Project Updated

Triggered when an existing project is updated.

webhook
Payment Received

Triggered when a payment is received.

webhook
Meeting Cancelled

Triggered when a meeting is cancelled.

webhook
Meeting Scheduled

Triggered when a new meeting is scheduled.

webhook
Project Completed

Triggered when an existing project is completed.

webhook
Time Entry Created

Triggered when a new time entry is created.

webhook
Time Entry Deleted

Triggered when an existing time entry is deleted.

webhook
Time Entry Updated

Triggered when an existing time entry is updated.

webhook
Opportunity Created

Triggered when a new pipeline opportunity is created.

webhook
Opportunity Deleted

Triggered when an existing pipeline opportunity is deleted.

webhook
Opportunity Updated

Triggered when an existing opportunity is updated.

webhook
Client Task Approval

Triggered when a task is moved to client approval.

webhook

Actions (4)

Custom API Call

Make a custom API call to a specific endpoint

Auth Required
Create a Task

Create a task in project.

Auth Required
Create a Client

Create a new client record in moxie CRM.

Auth Required
Create a Project

Creates a new project in moxie CRM.

Auth Required

Integration Features

Real-time data synchronization
Bi-directional sync capabilities
Custom field mapping
Advanced filtering options
Error handling & retry logic
Activity monitoring & logs

Popular Workflows

When Actual Budget trigger → Create/Update in Moxie

Most Popular
Actual BudgetActual Budget

New event occurs

MoxieMoxie

Custom API Call

When Moxie trigger → Update Actual Budget

Bi-directional
MoxieMoxie

Invoice Sent

Actual BudgetActual Budget

Get Budget

How It Works

1

Connect Apps

Authenticate your Actual Budget and Moxie accounts

2

Map Fields

Choose which data fields to sync between apps

3

Set Triggers

Define when and how data should be synchronized

Automate

Sit back and let AI handle the automation

Frequently Asked Questions

Integration Benefits

Real-time Data Sync

Automatic synchronization between Actual Budget and Moxie with 22 available triggers for instant updates.

Automated Actions

Execute 9 different actions automatically across both platforms without manual intervention.

Enterprise Security

Industry-standard encryption, OAuth 2.0 authentication, and SOC 2 compliance for secure data transfer.

Quick Setup

Connect Actual Budget and Moxie in minutes with our guided setup wizard and pre-configured templates.

Custom Field Mapping

Map any field between Actual Budget and Moxie with intelligent suggestions and validation.

Error Handling

Automatic retry logic, detailed error logs, and smart notifications keep your integration running smoothly.

Moxie logoActual Budget logo

Reverse Integration Available

Also connect Moxie to Actual Budget for bidirectional automation

View Integration
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Ready to Connect Actual Budget & Moxie?

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